Kristin Harad

Featured Marketing

4 Marketing Afflictions that Plateau Financial Advisors

To get stuck or confused when it comes to marketing your financial planning practice is common. After all, you didn’t start your firm to be marketing or sales professional. You want to help clients plan for their future and achieve their dreams. Yet, you quickly realized that to fulfill your professional…

Kristin HaradJune 21, 2017

Featured Lifestyle Practice Management

6 Ways to Beat Stress When You Run Your Own Financial Planning Firm

The life of an independent financial advisor can be both challenging and rewarding. The more passionate you are about your work, the more likely you are to take on extra tasks and log longer hours. Burning the candle at both ends may result in a productivity boost for awhile, but…

Kristin HaradJune 12, 2017

Featured Marketing

How to Fix Your Financial Planning Web Site to Make More Money

Put on your shoes. Find your bus pass. Get your backpack. These instructions on my pre-teen son’s morning task list spell out exactly what actions he must take to get out the door on time and prepared. While I would prefer that he figure it out for himself, I realize that…

Kristin HaradJune 7, 2017

Featured Marketing

Financial Planner Marketing Metrics: What’s on Your Dashboard?

To make informed, confident decisions about directing your resources for your financial planning firm you must set and measure against metrics. Tracking marketing metrics not only reinforces singular focus as you hone in on improving specific numbers, it also reveals how well you are performing. And that may be an…

Kristin HaradMay 24, 2017

Featured Success Values

Do You Align Your Actions with Your Values? Try this one-page template.

I've always been a big fan of leading with values. After all, how are you supposed to decide what choices make sense if you do not have absolute clarity on what matters most to you? You may use values-oriented exercises with your clients to help develop a meaningful financial plan…

Kristin HaradMay 19, 2017

Featured Marketing

Decision Making Made Easy with Direct Marketing Basics for Financial Advisors

As an independent financial planner trying to do it all, you may wonder where to invest your effort in marketing for the best outcome and how to know if a particular outlet makes sense for your business. Make your decision easy by returning to the basic tenets of direct marketing.…

Kristin HaradMay 17, 2017

Featured Marketing

4 Ways Independent Financial Advisers Can Increase Revenue

Financial planners and advisers often describe marketing as the act of attracting “leads” to your firm whom you can then sell on becoming a client. With this myopic view you will miss out on multiple (and perhaps easier) ways to make more money in your business. Marketing is so much more…

Kristin HaradMay 10, 2017

Uncategorized

5 Ways to Keep Moving Forward

Self-employment brings with it freedom and flexibility, but it also presents a host of new challenges. As an independent financial advisor, there may be times when you find yourself feeling overwhelmed or unsure of how to stay focused and energized. Whether you’ve been in the game for awhile, or you’re…

Kristin HaradMay 8, 2017

Niche marketing for financial advisors. Find your ideal client and market to them.

Featured Marketing

Niche Marketing for Financial Advisors: How Financial Planners Need to Market Now

For the past decade I’ve listened as financial advisers tell me they are afraid if they pick a niche and speak to one target audience, they will lose out on opportunities. Financial planners get nervous about pigeonholing themselves, so they keep their options open, and do not commit to the…

Kristin HaradMay 4, 2017

4 Marketing Afflictions that Plateau Financial Advisors

6 Ways to Beat Stress When You Run Your Own Financial Planning Firm

How to Fix Your Financial Planning Web Site to Make More Money

Financial Planner Marketing Metrics: What’s on Your Dashboard?

Do You Align Your Actions with Your Values? Try this one-page template.

Decision Making Made Easy with Direct Marketing Basics for Financial Advisors

4 Ways Independent Financial Advisers Can Increase Revenue

5 Ways to Keep Moving Forward

Niche Marketing for Financial Advisors: How Financial Planners Need to Market Now

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